+72.2%
DOCU vs IBB
+105.7%
-33.5%
-87.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.7% | -0.9% | +4.6% | +4.6% |
| 7D | +6.9% | +1.4% | +5.5% | +5.3% |
| 30D | +19.0% | +10.5% | +8.5% | +6.8% |
| 3M | +34.3% | +23.6% | +10.7% | +6.7% |
| 6M | +48.0% | +22.6% | +25.4% | +16.5% |
| YTD | 0.0% | +25.7% | -25.7% | -23.7% |
| 1Y | -10.3% | +51.4% | -61.6% | -44.6% |
| 3Y | +32.4% | +64.4% | -32.0% | -28.1% |
| 5Y | -77.9% | +22.1% | -100.1% | -82.9% |
| All | +72.2% | +105.7% | -33.5% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded IBB wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling